A new place for your private capital. A unified, centralized, Command Center – Entole™

In an overcrowded sea of complex softwares and all-in-one solutions, Entole™ doesn’t pretend to be everything to everyone. Entole is a modular Command Center that centralizes all your important private capital functions.

  • Centralized

    Everything related to your Capital (people, documents, processes, and real-time financial data) — in a single, centralized Command Center.

  • Secure

    Our promise to you is to treat your private capital data the same way we treat our own — like Fort Knox.

  • Connected

    Family members, partners, and trusted professionals can communicate on Entole’s messenger via text, call, or video - securely

  • Best Practices

    Stay up-to-date with intelligent reminders and private capital best practices that Entole is built to support.

  • Transparent

    Entole stores key governing documents and gives transparency to asset flows and ownership structures, simply and easily.

  • Family to Family

    We developed this for our Family Office and realized how valuable this was to us. So, we decided to share it - from our family to yours.

  • Wealth Owner

    Entole was presented to me as a solution to organize my estate planning by having all of my information and details in one platform. We worked closely with Christian and Curt and they were excellent with making recommendations with what features we could implement. I was very impressed at the level of customization that was available to fit all my needs. The Entole platform has created the space I need to manage my estate planning with ease.

    Kendall Kirk

  • Implementation Partner

    Deviate takes our partnerships very seriously, and Entole was an easy firm for us to partner with given their reputation and passion about their product. We enjoy working with the Entole team and implementation clients, and we are looking forward to a successful long-term partnership.

    Erin Hulse - Owner, Deviate Consulting

 

Our mission is to simplify private capital infrastructure so you can focus on what matters most - family.

Contextual Perspective

We believe in surfacing real-time data in a useful context that makes sense, instead of delivering dense reports that you never read.

Modular Architecture

We’re flexible. We’re scalable. And we’re modular. API-driven and nimble, Entole features full user controls, a mobile app, built-in encrypted chat, real-time financial data, and front & back-office capabilities.

One system to bring everyone together.

  • Family Offices

    Bring transparency to your private capital and family office operations. Make decisions with confidence with easy and secure access to your data.

  • Wealth Owners

    Gain a holistic picture of your wealth with consolidated financial and compliance reporting with granular permissions to easily connect and share information with your advisors.

  • RIA's

    Gain a better picture of your clients’ financial situation, easily share documents, and interact with you client with a purpose built secure messaging channel.

  • Private Banks

    Provide your clients with a white glove digital experience to enhance your service offering and more easily share data and reporting.

  • Attorneys

    Easily manage legal entities and gain a better understanding of all factors involved in any legal decision your client is making.

  • Trustees

    Quick receive and process distribution requests while keeping tabs on accounts, compliance and relevant documents.

We're vendor agnostic.

The technology landscape is complex and specialized. But employing a combination of application-specific portals locks you into the systems that incorporate them and makes managing your client data time-consuming and haphazard. Designed for compatibility and interoperability, Entole is the central Command Center for all your family governance, without bias - instantly available anytime, anywhere.

 

Our Partners

Plaid Logo

The Digital Experience for Private Capital

Entole’s Holistic Wealthview™

Entole is made to cater to your portfolio's real value, in real-time. Save time with the command center that aggregates financial reports and surfaces meaningful insights with your needs in mind.

Owner First Ethos

Entole is built prioritize capital owners through and through. This means; interactive diagrams to help understand family structure, segmented and filterable dashboards to understand your capital from different perspectives, and tools to support best practices to successfully grow your capital: all this built to navigate challenges and support your family goals.

All of this with fine grain permissions, to enable YOU to control your capital.

 

 

Empower Your Family Office.

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